Privacy Notice

Privacy Notice

Like other providers of personal financial services, certified public accountants are required by law to inform clients of company policies regarding the privacy of client information.  CPAs continue to be bound by strict professional standards of confidentiality; we have always protected your right to privacy. 

 Described below is a summary of how we handle your personal information in keeping with the professional standards of confidentiality of our profession.


Types of Information We Collect

We collect nonpublic personal information about you that you provide to us, or obtained by us from third parties with your authorization.  Examples from which we collect information include the following:

  • Interviews and phone calls with you
  • Letters or emails from you
  • Tax return or financial planning organizers
  • Questionnaires concerning financial history
  • Other trusted advisors as per your authorization


Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.  We restrict access to this information about you to employees of our firm and, in limited circumstances, to unrelated third parties who require such information to assist us in providing services to you.  The confidential nature of the shared information is emphasized in all circumstances.

 A third-party is any person or company other than you, the client. That means we cannot disclose your identity, income, net worth, tax liabilities, or other protected information to the Internal Revenue Service, state tax authorities, unmarried partners, friends, relatives, real estate agents, mortgage brokers, banks, or any other person or company without your explicit authorization.


Protecting Information of Current and Former Clients

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs.  Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

 Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to our firm.



On some of our online services, cookies may be required for necessary functionality. Such cookies will not be blocked through the use of a notification banner. The purpose for these cookies, include improved performance of your browser (e.g. quicker loading of content of webpage).  If you register for access to a portal, the cookies ensure that your device is logged for the duration of your visit.  You will need a username and password to access the portal. 


Questions or Concerns

Your privacy, our professional ethics requirements, and our ability to provide quality financial services are important to our firm.  If you have any questions or concerns regarding our privacy policy, please contact our office.

 Thank you for allowing us to serve your accounting, tax, and financial planning needs.